Wade Rowdon
Wade Rowdon is a registered investment advisor at Storms & Rowdon Financial Services, INC., based in Ormond Beach, FL, with 26 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 228 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1230 U.S. Highway 1, Ste 5, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wade is a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He also serves as a chaplain for the Daytona Tortugas minor league baseball team, spending minimal time on this charitable activity.
Employment History
Current Registrations
Storms & Rowdon Financial Services, INC.
Previous Registrations
Stonex Advisors INC.
Sterne Agee Asset Management, INC.
Stonex Securities INC.Broker
Jackson Wealth Management, LLC
Triad Advisors, INC.Broker
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.